Latest Institutional Transactions on Schwab Strategic Tr Us Dividen (SCHD)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Dividen (SCHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.69K+ 200.04% |
$153K - $484K
|
8.54K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
11.6K+ 201.3% |
$313K - $988K
|
17.4K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
59KNew |
$1.59M - $5.01M
|
59K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
63.5KNew |
$1.71M - $5.39M
|
63.5K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
42.6K+ 326.86% |
$1.15M - $3.62M
|
55.6K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
56.3K+ 232.11% |
$1.52M - $4.78M
|
80.6K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
127K+ 233.65% |
$3.43M - $10.8M
|
182K
$5.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
8.89K+ 200.88% |
$239K - $755K
|
13.3K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
108K+ 200.1% |
$2.91M - $9.18M
|
162K
$4.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
714K+ 208.78% |
$19.2M - $60.6M
|
1.06M
$29.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
656K+ 290.51% |
$17.7M - $55.7M
|
881K
$24.7M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
202K+ 201.6% |
$5.43M - $17.1M
|
302K
$8.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
162K+ 261.42% |
$4.35M - $13.7M
|
223K
$6.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.17M+ 626.95% |
$58.3M - $184M
|
2.51M
$70.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
32.7K+ 187.21% |
$881K - $2.78M
|
50.2K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
140K+ 205.41% |
$3.76M - $11.9M
|
208K
$5.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
940K+ 620.6% |
$25.3M - $79.9M
|
1.09M
$30.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
210KNew |
$5.67M - $17.9M
|
210K
$5.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
335K+ 236.3% |
$9.03M - $28.5M
|
477K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
496+ 202.45% |
$13.4K - $42.1K
|
741
$20.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
189K+ 259.57% |
$5.08M - $16M
|
261K
$7.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
58.1K+ 191.47% |
$1.56M - $4.94M
|
88.4K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
6.67K+ 200.0% |
$180K - $567K
|
10K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
221K+ 217.76% |
$5.94M - $18.7M
|
322K
$9.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99.6K+ 230.54% |
$2.68M - $8.46M
|
143K
$4M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
13.6K+ 201.62% |
$365K - $1.15M
|
20.3K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20.1K+ 168.02% |
$541K - $1.71M
|
32.1K
$898K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.08K+ 194.34% |
$164K - $516K
|
9.2K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
57+ 203.57% |
$1.54K - $4.84K
|
85
$2.38K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
8.68K+ 200.0% |
$234K - $738K
|
13K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
119K+ 243.94% |
$3.21M - $10.1M
|
168K
$4.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.4K+ 243.43% |
$361K - $1.14M
|
18.9K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
12.9KNew |
$348K - $1.1M
|
12.9K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
11.5K+ 241.53% |
$310K - $978K
|
16.3K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.62K+ 228.82% |
$205K - $647K
|
11K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.31K+ 198.93% |
$170K - $536K
|
9.48K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
48.5K+ 212.75% |
$1.31M - $4.12M
|
71.3K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.3K+ 316.07% |
$306K - $964K
|
14.9K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
153K+ 117.58% |
$4.13M - $13M
|
284K
$7.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.25K+ 221.07% |
$141K - $446K
|
7.62K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
74.9K+ 199.99% |
$2.02M - $6.36M
|
112K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
64.9K+ 209.61% |
$1.75M - $5.51M
|
95.8K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
76.9K+ 227.75% |
$2.07M - $6.53M
|
111K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
93.9KNew |
$2.53M - $7.98M
|
93.9K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
430K+ 253.92% |
$11.6M - $36.6M
|
600K
$16.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
436+ 202.79% |
$11.7K - $37K
|
651
$18.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
562K+ 240.82% |
$15.1M - $47.7M
|
795K
$22.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.44K+ 201.94% |
$173K - $547K
|
9.63K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30.9K+ 144.64% |
$833K - $2.63M
|
52.3K
$1.47M
|